Wedbush展望明年AI黄金赛道：除英伟达外，这五大科技巨头将主导市场

智通财经2025-12-30

投行 Wedbush 称，除英伟达(NVDA.US)外，微软(MSFT.US)、Palantir(PLTR.US)、苹果(AAPL.US)、特斯拉(TSLA.US)和 CrowdStrike(CRWD.US)位列 2026 年人工智能领域最值得投资的前五大公司。由丹·艾夫斯领导分析师团队表示，“在我们看来，华尔街低估了 Azure 的增长前景，以及雷德蒙德(微软总部所在地)进入 2026 年之际...

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畜牧教主马斯克
2025-12-30
畜牧教主马斯克
丹和马圣都是穿一条裤子的这种分析都是在提高市梦率

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驱动的转型。这使得微软成为我们未来一年最青睐的大盘科技股之一，”“虽然 AI 应用案例在 2025 财年显著增加，但显然，随着首席信息官(CIO)们纷纷为部署项目排期，2026 财年对于微软来说才是 AI 增长真正的拐点之年。”至于 Palantir，Wedbush 认为，随着这家由亚历克斯·卡普领导的软件公司在政府和商业客户领域持续取得令人瞩目的进展，该公司仍有望发展成为一家市值达 1 万亿美元的公司。与此同时，由于 CrowdStrike 的产品套件在未来一年将继续在企业级市场扩张，该公司预计将从 AI 中受益。“我们认为，华尔街低估了 CrowdStrike 的增长潜力。网络安全仍是 AI 革命的二阶或三阶受益者，这正是我们看好该公司的原因，”艾夫斯指出。在特斯拉方面，Wedbush 预计其市值将在未来几个月达到 2 万亿美元；在牛市情境下，由于自动驾驶汽车和机器人的兴起，到 2026 年底其市值可能达到 3 万亿美元。“AI 估值将开始被释放。我们认为，特斯拉向 AI 驱动估值迈进的过程在未来 6 到 9 个月内已经开启。在我们看来，全自动驾驶(FSD)和自动驾驶在特斯拉现有用户群中的渗透，以及 Cybercab 在美国市场的加速发展，代表了马斯克及其公司的‘金蛋’，”艾夫斯补充道。最后，Wedbush 认为苹果将能够利用其全球超过 24 亿台 iOS 设备和 15 亿部 iPhone 的庞大消费者基础，从 AI 中获利。“我们相信，随着在经历了今年库比蒂诺总部令人费解的 AI 战略后，AI 变现篇章终于拉开帷幕，这一部分可能会在未来几年为苹果的价值每股增加 75 到 100 美元，”艾夫斯表示。“我们还相信，蒂姆·库克将至少担任苹果首席执行官直至 2027 年底，以带领苹果完成库比蒂诺这一关键的 AI 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